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Private Wealth Research & Insights
5 Steps to Advisor Recruiting Using FINTRX
Recruiting top investment advisors is a challenge that requires both precision and efficiency. With the competitive landscape of wealth management and advisory services evolving rapidly, firms must leverage cutting-edge tools to gain a...
5 Ways to Leverage Your Network to Book More Meetings
When it comes to asset management distribution and prospecting into RIAs, the strength of your network is one of the most valuable assets at your disposal. Building meaningful connections is key, but effectively leveraging those...
The Cost of Inaccurate and Outdated Data in Your CRM
A CRM is only as good as the data inside it. If your team is working with outdated or inaccurate information, it’s costing you—time, revenue, and efficiency. Customer Relationship Management (CRM) systems are essential for financial firms...
RIA & Broker Dealer Roundup: February '25 Moves, M&A Deals & Emerging Players
The investment advisor and broker-dealer landscape is constantly transforming, with significant shifts occurring every month. In this edition of our monthly RIA & Broker Dealer Roundup series, FINTRX, the leader in global wealth management data...
FINTRX and Sales Lift Partners Announce Partnership to Enhance Sales Execution and Data-Driven Growth
BOSTON, MA, UNITED STATES, March 11, 2025 -- FINTRX, the leading data and research platform offering AI-driven private wealth data intelligence on 850,000+ financial institutions and advisor records, and Sales Lift Partners, a premier...
Keys to Reducing Your Email Bounce Rates & Increasing Response Rates
Email marketing remains one of the most effective ways to communicate directly with prospects and clients. However, for emails to serve their purpose, they must be successfully delivered to recipients' inboxes. High bounce rates and low...
5 Keys to Raising Assets from Family Offices
Family offices have become an increasingly important capital source for fund managers, investment professionals, and service providers looking to raise assets. Unlike institutional investors, family offices operate with more flexibility,...
3 Ways to Improve Your Cold Outreach to RIAs
Reaching out to Registered Investment Advisors (RIAs) can be a challenging process. These financial professionals are bombarded with emails, calls, and LinkedIn messages every day, making it difficult to break through the noise. However,...
Optimizing Advisor Recruiting & Business Development: FINTRX & Milemarker Webinar Recap
Last week, FINTRX and Milemarker hosted a webinar featuring Russ D'Argento, CEO of FINTRX, and Jud Mackrill, Co-Founder of Milemarker, to discuss how firms can leverage AI-driven data intelligence and strategic data management to drive...
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